LEO

BNY Mellon Strategic Municipals
LEO

Overview Fund Activity

72 hedge funds and large institutions have $65.2M invested in BNY Mellon Strategic Municipals in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
20
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisory
Maryland
+$5.97M
2
RCM
Rivernorth Capital Management
Florida
+$5.95M
3
SIA
Sit Investment Associates
Minnesota
+$1.82M
4
Morgan Stanley
Morgan Stanley
New York
+$1.6M
5
DFG
Delphi Financial Group
Delaware
+$1.34M

Top Sellers

1
LCM
Laurion Capital Management
New York
-$4.44M
2
GC
Guggenheim Capital
Illinois
-$939K
3
CRC
Curi RMB Capital
Illinois
-$793K
4
PPA
Parametric Portfolio Associates
Washington
-$546K
5
Wells Fargo
Wells Fargo
California
-$492K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
HBK Investments
Texas
$491K +$491K +68,379 New
PPA
27
Parametric Portfolio Associates
Washington
$393K -$546K -76,137 -58%
LPL Financial
28
LPL Financial
California
$372K -$2.23K -310 -0.6%
DLG
29
Daniel L. Goodwin
$345K – – –
Goldman Sachs
30
Goldman Sachs
New York
$309K +$309K +43,073 New
WA
31
WealthTrust Axiom
Pennsylvania
$302K +$194 +27 +0.1%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$283K +$18.3K +2,546 +7%
CA
33
Cetera Advisors
Colorado
$275K – – –
MIG
34
Mariner Investment Group
New York
$273K +$273K +38,041 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$264K +$222 +31 +0.1%
Ameriprise
36
Ameriprise
Minnesota
$257K +$75.5K +10,509 +42%
Millennium Management
37
Millennium Management
New York
$232K +$232K +32,290 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$226K +$21.9K +3,040 +11%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$225K – – –
MAFM
40
Mid Atlantic Financial Management
Pennsylvania
$217K +$217K +30,266 New
HCM
41
Hollencrest Capital Management
California
$211K – – –
AG
42
Advisor Group
Arizona
$208K +$118K +16,500 +132%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$201K -$69.9K -9,748 -26%
DAS
44
Dynamic Advisor Solutions
Arizona
$183K – – –
MAM
45
Marquette Asset Management
Minnesota
$181K -$57.9K -8,056 -24%
SWM
46
SeaCrest Wealth Management
New York
$174K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$170K -$273K -37,800 -62%
AWA
48
Arete Wealth Advisors
Illinois
$160K – – –
1WA
49
180 Wealth Advisors
Washington
$148K – – –
WKWM
50
Walter & Keenan Wealth Management
Indiana
$144K – – –
1
2
3 4